Piping and Instrumentation Diagrams Preface Getting Started Basic Tasks Advanced Tasks Customizing Workbench Description Index
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The CATIA Version 5 Piping and Instrumentation Diagrams product provides customers with a complete set of tools to create, modify, analyze, and document their Piping and Instrumentation Diagrams (P&ID) designs. Specifically, this product provides you with the capability to create and manage logical designs of piping systems using industry standard conventions, terminology, and practices. The tools are focused on creating an intelligent diagram that captures all appropriate design information. With this intelligent diagram design, the user is able to more productively create and validate designs. In addition, the captured intelligence can be reused for downstream design processes, which provides additional benefit to the customer’s overall design process. General layout and design tools are provided to place, locate and manage equipment, piping lines and I&C loops. In addition, capabilities are provided to quickly annotate diagrams with intelligent annotation, query/analyze/validate design information, and to generate appropriate report information. All of these design tools are provided via a highly intuitive and productive user interface that allows the user to quickly create, modify, and manage designs. Together with other CATIA Version 5 products, the Piping and Instrumentation Diagrams product gives users the power to manage their piping systems from initial design to ship or plant operations, in a completely flexible way.
Using This Guide
Using This Guide
This book describes how to use the CATIA Version 5 Piping and Instrumentation Diagrams product. Before you read it, you should be familiar with basic CATIA Version 5 concepts such as document windows, standard tool bars, and view tool bars. To get the most out of this guide, you should start with the tutorial in the Getting Started section. The remaining sections of the book describe in detail the procedures for using all of the features of the Piping and Instrumentation Diagrams product. The procedures are divided into basic, advanced, and customization sections.
The following short tutorial provides an introduction to the CATIA Version 5 Piping and Instrumentation Diagrams product.
Entering the workbench Setting up working units and grid Placing components Create a Line ID Routing a piping line or I & C loop Placing components in a piping line Repositioning components in a network Building a graphic
These tasks can be completed in about 15 minutes. which are listed below. It is intended to give you a feel for the product's capabilities in a few step-by-step scenarios.
3.Entering the Piping and Instrumentation Diagrams workbench
This task shows you how to enter the Piping and Instrumentation Diagrams workbench. 2.
. The New Drawing dialog box displays. select Equipment & Systems and then Piping and Instrumentation Diagrams. 1. Click OK. The PID workbench displays. On the menu bar click Start. with a new Sheet.
To set the working units click on Tools-Options and in the Options window that displays click General-Parameters and then select the Units tab. Click on the down arrow next to the grayed out Length field and select millimeters.
2.Setting working units and grid
This task shows you how to set the units in which you will be working . It also shows you how to set the grid if you choose to have one.
. This sets the units to millimeters. 1.inches or millimeters or yards and so on. Select Length under the Magnitude column.
To set the grid click Tools-Options and in the Options window that shows click Mechanical Design-Drafting and then select the General tab. 5.
. To learn more about these options read the Infrastructure and Drafting documentation.
4. Graduations are the lighter gray lines. Primary Spacing refers to the bold lines in the grid. For Primary Spacing enter 50 mm and for Graduations enter 5 mm. Click OK.3. Check the Display option if it is not checked.
To place a part from the catalog click the Place Component button The Catalog Browser displays. Click at the location where you want to place the component.
. Components will display in the specifications tree if included in your document. . Click on the component you want to place. You can place components by selecting in the catalog browser. by selecting in the specifications tree or by selecting in your document.
This task shows you how to place components. 1. The component is placed. 3.
click on the component and then click at the location you want it. All newly created components will show up under the line Reference_Components in the specifications tree. 6. Click where you want to place the component. To place a component that is displayed in your document.
. To place a component from the specifications tree. with the Catalog Browser displayed. click (in the specifications tree) on the component you want to place. click on the Place Component button and. click on it and then click at the location where you want to place it. To place. If you have created a component in the detail sheet and not added it to the catalog. you will only be able to place it by selecting in the specifications tree.4. The component is placed.
When you create a Line ID you also assign certain characteristics to the line or loop . A Line ID only displays in the specifications tree because it is an organizational element.e.X.1.Piping Line and I & C Loop.of size. PumpFunction. The Line ID will show in the specifications tree as whatever name you give it. There are two types of Line ID . and the components you place.X. will show in the specifications tree and the viewer. Each piping line segment you route will show as PipeFunction. The routes you create under it. X being a unique number.X. i. Components and equipment will show as YYYFunction. You need to create a Line ID before you can begin routing and placing components and equipment. The Create Line ID dialog box displays.
1. A Line ID is a mechanism for organizing and grouping routes and the components and equipment you place in them.and each I & C loop segment will show up as I&CFunction. heat tolerance and so on.Create a Line ID
This task shows you how to create a Line ID. YYY being a component name and X being a unique number.
. Click the Line ID button . pressure attributes.
2. Click Apply . Click on the down arrow and select the Line Class. 3. 5. 4.
.and OK to end. Click the Properties button and assign properties to the Line ID you are creating.
Give the Line ID a name in the Line ID field.you can create more Line IDs if you want to .
Single step: You indicate (by clicking) the beginning and end of a line. See Routing piping lines and I & C Loops. An I & C loop (Instrumentation & Control loop) provides a control mechanism over a piping line.e. Point-to-point: You can route in any direction. The line will follow standard routing conventions. The image below shows a line being made between two components. Click New if you want to make a new Line ID.
. vertical or at a 45-degree angle. 1. it will not intersect the components you are routing to and from. You can route between equipment or components. 3. Click on the down arrow and select the Line ID under which you want to create the line. or entirely in free space. If you have numerous Line IDs you can click Sort/Filter to search for the one you want. Horizontal/Vertical/45 degrees: You can route in segments that are horizontal.
2. A piping line is used for carrying fluids. from equipment or component to free space and vice versa. A piping line (or I & C loop) can only be created under a Line ID. i. 4. A line between the two points will be drawn for you in horizontal and vertical segments.Routing a piping line or I & C Loop
This task shows you how to create and route a piping line. and it will adopt the most efficient route between two points. or Route I & C Loop button. Select one of the Route modes: Horizontal/ Vertical: You can only route in horizontal or vertical segments. Click the Route Piping Line The Route Line dialog box displays.
5. Double click to end routing in free space. Begin routing. Single click to end it at a component.
This means that the piping line is now preselected. The Catalog Browser displays. See Placing Components. as in the image below. 3.
.Placing components in a piping line or I & C loop
This task shows you how to place components in a piping line or I & C loop.
5. 1. Select the component you want to place by double clicking on it. 4.to the piping line.the component moves with it . 2. Move your pointer . Click to place the component. click on the Place Components button . With your piping line (or I & C loop) displayed. When you have located the position move the pointer closer to the line until a solid red line shows in the component. Locate the position on the line where you want to place the component. The component will be placed. You can also select a component from the specifications tree or from your document.
The line between them also gets included in the set. In the image below. the pump and valve outlined in red have been selected. Select the components that you want to reposition. To do this you select them. If you reposition one component that is in a piping line or I & C Loop the line will stretch to accommodate the move.Repositioning components in a network
This task shows you how to reposition components in a network. you can also reposition several components at the same time.
. 1. Similarly. in which case they are considered to be part of one set that can be manipulated.
. or the line. In the image below the selected components have been moved higher and away from the tank. Click on any of the selected components. All the selected components will move and the line will stretch to maintain the connection with the rest of the diagram. and drag to reposition where you want it.2.
The detail view is where you will build the graphic. You need to have a graphical representation of a component before you can build the component. 1. Click the New Detail Sheet button. You also need to create a graphic to use as an on/off sheet connector. as shown in the image below. A detail sheet is created.
To add a component or an on/off sheet connector to a catalog see Storing objects in a catalog. In the image below a valve has been created.
Click on one of the drafting tools.Building a graphic
This task shows you how to create a graphic.
3. The same methodology is used to build an on/off sheet connector. Click the New View button and then click in the detail sheet.
When building a graphic for a component that is to be placed inline. as shown in the image above. A detail view is created in the sheet. 2. To ensure that an on/off sheet connector can be placed correctly you should start building it at the origin and proceed in the positive X direction. such as Line. you must place the center of the graphic at the origin. to build the graphic.
Routing piping lines and I & C loops Manage piping lines and I & C loops Placing components Modify object properties On and off sheet connectors General design modification Modifying a component Modifying a route
The basic tasks for creating documents using the Piping and Instrumentation Diagrams product are explained here.
Routing piping lines and I & C loops
This section explains ways of routing piping lines and I&C loops. Routing between equipment Creating a branch
You cannot route to or from a piece of equipment that does not have a connector. The connectors you have routed to and from will disappear.Routing between equipment
This task shows you how to route between equipment. The image below shows equipment during and after routing. Click on a connector on the equipment to begin routing. Route to a connector on the equipment where you want to end. button 1. Click to end routing.
Click the Route Piping Line button
if you want to route a piping line or Route I&C Loop
for an I&C loop.
.Creating a branch
This task shows you how to create a branch to a piping line or I & C Loop. Double click to end routing in free space. The the Route Piping Line Route Line dialog box displays. 1. make sure it is selected and begin routing. The branch will be displayed with a connector at the end but no connector where it joins the main line. In the image below the line has been selected. With the piping line or I & C Loop you want to branch from displayed. 2. Move the pointer to the location you want to branch from. click on or Route I & C Loop button.
When you create a branch it becomes part of the main line.
Manage piping lines and I & C loops
Methods of managing piping lines and I & C loops are discussed in this section.
Querying a line ID or its members Select a line ID or its members Transfer members of a line ID Deleting a line ID Renaming a Line ID Modifying the properties of a line ID
. The Selecting Line IDs dialog box appears.Querying a Line ID or its members
This task shows you how to query a Line ID or its members. Use the Sort and Filter options if you need to. Click on the Select/Query Line ID button
2. select the Local option if you only want to filter line IDs in the document. Select All if you want to filter all line IDs available to you. When you query a member you are asking which line ID it belongs to. When you query a line ID you are asking which members belong to it. 1. Under Filter.
To query a member click on it in the document. All members that belong to the same line ID will be highlighted and the line ID will be highlighted in the dialog box.
.3. The members of that line ID will be highlighted. To perform a query on a line ID click on the line ID in the Line ID list.
Under Filter. Click on a line ID in the Line ID list or click on one of the members. . The Selecting Line IDs dialog box displays. Either the line ID or the members will be selected. depending on the selection you made in Step 2. Use the Sort and Filter options if you need to. If you want to select a line ID then select Line ID. Click the Select/Query Line ID button 2. If you are selecting line ID members then select Line ID Members under Selection Type. select the Local option if you only want to filter line IDs in the document. You can edit the properties of line IDs or their members after selecting them. 4. 3. Select All if you want to filter all line IDs available to you. 1.Selecting a line ID or its members
This task shows you how to select a Line ID or its members.
(When you select a line ID all members that belong to it are highlighted. .
Select the line ID to which you want to transfer a member. The line ID and member must be compatible for the transfer to take place. The With your document open. 1. It will be transferred to the line ID you had selected.Transfer members of a line ID
This task shows you how to transfer members of a line ID to another line ID. click the Transfer Line ID button Transferring Members dialog box displays.
.) 3. Click on the member that you want to transfer. For instance. showing all the line IDs contained in your document. you cannot transfer a member of an I & C loop to a piping line.
) 3. Click OK. 1. The Delete Line IDs dialog box Click the Delete Line ID button displays. If the line ID you selected has any members a message will display alerting you that all members belonging to that line ID will be deleted. The line ID and all its members will be deleted.
2. (When you select a line ID all members that belong to it are highlighted. Select the line ID which you want to delete. showing all the line IDs contained in your document.Deleting a line ID
This task shows you how to delete a line ID.
4. Click Delete.
The same line ID used in other documents will not be deleted unless you open those documents and follow the steps given above.
.Only line IDs contained in your document will be deleted.
Only shared Line IDs can be renamed. The Renaming Line IDs dialog Click on the Rename Line ID button box displays. 1.
2. . with a list of Line IDs showing.
If you want to search for other Line IDs then scroll through the list or enter a keyword in the Filter String field.
. Select the Line ID you want to rename. The Rename Line ID dialog box displays. 3.Renaming a Line ID
This task shows you how to rename a Line ID.
. 5. Click OK again in the Renaming Line IDs box. The Line ID will be renamed.
Enter the new name for the Line ID and click OK.4.
The Properties dialog box will display. .Modifying the properties of a line ID
This task shows you how to modify the properties of a line ID. 5. click the Select/Query Line ID button The Selecting Line IDs dialog box displays. 4. 1. Click the Properties button. With your document open. showing all the line IDs contained in your document.
2. Enter your changes and click OK. 3. Under Selection Type select Line ID.
Select the line ID whose properties you want to modify.
and placing nozzles on components.
Placing component multiple times Placing a nozzle on a component
This section discusses placing components.
3.Placing component multiple times
This task shows you how to place components several times. Move your pointer . Select the component you want to place by double clicking on it. To place the same component again click at a new location.
2.to the location where you want to place the component. Click to place the component. The Catalog Browser displays.the component moves with it . 4. The component will be placed and the Catalog Browser will remain displayed. 1. To place a different component double click on it in the Catalog Browser and follow the procedure given above. 6.
. Double click (as opposed to single click) on the Place Components button . 5.
Placing a nozzle on a component
This task shows you how to place a nozzle onto a component. This method can also be used to attach other compatible components. 1. With the component on which you want to place a nozzle displayed, click on . The Catalog Browser displays. the Place Component button Select the nozzle you want to place, move your pointer to the component and make sure it is selected. The nozzle will be placed on the nearest compatible connector when you click. In the image below the nozzle has attached itself to the nearest connector even though the pointer is not over the connector.
A nozzle will only attach to a piping connector. It will not attach to an I & C connector.
Modify object properties
This section explains ways of querying and editing the properties of objects. Objects refers to components, lines, etc. You can edit various properties of objects, such as flow capacity, etc. You can query an object to determine if its properties are derived from another object.
Edit or display properties of an object Filter the properties of an object Renaming objects
Edit or display the properties of an object
This task shows you how to edit or display the properties of objects. 1. Select the component. 2. Click Edit - Properties. The Properties dialog box appears with the properties displayed under various tabs.
equipment. Specific to PID and HVAC are the following tabs: piping. Click OK to end.
.Displaying and Editing Graphic Properties) and Product Structure documentation (User's Tasks . a piping route may derive the values of some properties from the line ID of which it is a member. You can override derived values by modifying the values as outlined in Step 3. most of which are general to all CATIA products. For instance. 4.If the object cannot have derived values then the Derived checkboxes will not display. 3. To revert to derived values check the Derived checkbox.Modifying Component Properties) for more information. The Properties dialog box will display several tabs. A value is considered to be derived when it is obtained from another object. Some objects have discrete values . Enter values in the fields and click OK.you can only select certain values. See CATIA Infrastructure documentation ( Basic Tasks Manipulating Objects . The Derived checkbox will uncheck. The Graphic tab allows you to change the looks. You can also override derived values by unchecking the Derived checkbox. If it is not checked then the values are not derived. such as renaming. The properties will be edited. In that case you will be able to display a drop-down box and select one of the values in it. They will display depending on the class of object whose properties you are editing. instrumentation and HVAC. 5. Under the Product tab you can make changes to the basic Product in the specifications tree. or if you want to see other tabs. If a Derived checkbox is checked then it means the value is derived. Click the More button if one of these tabs does not display.
The settings will be retained when you open the Properties dialog box again.Filter the properties of an object
This task shows you how to filter the properties of an object displayed in the Properties dialog box. 1. The Attribute Filter box displays. Click on each property to toggle between Display and Hide. Filtering the properties means you can choose to display or hide any of the properties shown in the Properties dialog box.
. An X next to a property means it is displayed.
2. You can only filter properties that are unique to PID and HVAC objects. Click the Filter button on the Properties dialog box (Edit or display properties of an object).
The Rename dialog box displays. 3. Click OK when finished. 4. click the Rename button. Enter the new name in the New Name field. and want to rename all of them.
Select a component or route. Using this command to rename a component does not rename all instances of that component. If you want to rename other objects click Apply and continue renaming. You can rename components and routes using this command.Renaming objects
This task shows you how to rename objects. 1. The object's present name will appear in the New Name field. With your document open.
. you will have to rename each one. The objects will be renamed. If you have placed a component more than once in a document.
On and off sheet connectors
Creating and working with on and off sheet connectors are explained in this section.
Place on and off sheet connector Link and unlink on and off sheet connectors Query connector for linked object Display document linked to connector
. To learn how to store on/off sheet connectors in a catalog see Storing objects in a catalog.
. NOTE: When you click on the line the symbol will be placed at the closest open connection. The Catalog Click the Place On/Off Sheet Connector button Browser displays. On and off sheet connectors are used when it is not practical to visually display all of a line in one sheet and a second sheet has to be used.Placing on and off sheet connectors
This task shows you how to place on and off sheet connectors in a design. and at the point where it is displayed again. 4. . The connector symbol will be placed. In such cases on and off sheet connectors are placed where display of the line ends. Move your pointer to the line where you want to place it. You can also select a connector on the line to place the symbol. or when design considerations require interrupting display of the line even if all of it is on one sheet. To learn how to build a graphical representation of a connector see Building a graphic. to show that the visual display was interrupted and the two halves should be regarded as one continuous line. Locate the connector symbol you want to use and click on it. 3. 2. The image below shows on and off connector symbols placed at the ends of two lines. 1. Repeat the above steps and click on the second line on which you want to place it.
. Click the second connector. NOTE: Each connector will be highlighted as you move your pointer over it. click the Link On/Off Sheet Connectors button Click the first connector you want to link. 1. 3. A link will be created between the two. 4. . To unlink connectors click on the Unlink On/Off Sheet Connectors button and then click on one of the on or off sheet connectors. 2.Linking & unlinking on and off sheet connectors
This task shows you how to link and unlink on and off sheet connectors. To link.
Move the pointer to the connector you want to query (it will highlight) and click.Query connector for linked object
This task shows you how to query an on or off sheet connector to determine which connector it is linked to. 1.
. A zoomed-in and highlighted image of the linked connector will be displayed. The highlighted connector is the linked one. 3. . Click the Query On/Off Sheet Connectors button 2. The image below is shown zoomed-out.
Click on the connector that is linked to the off sheet connector in a different document.
. The document that contains the linked off sheet connector will be displayed. .
3. with the linked connector highlighted. Click on the Query On/Off Sheet Connectors button 2. The Query On/Off Sheet Object Link dialog box displays.Display document linked to connector
This task shows you how to display the document that is linked to an off sheet connector. If the document that contains the linked off sheet connector is open a message will display telling you that it is already open. 1. Click on the Open button.
Display flow arrows in document Display line gaps in document Connect objects Disconnect objects
.General Design Modification
Ways of making general design modifications are discussed here.
Click View .Flow. 1. Select Show All Flow to display all flow arrows and Noshow All Flow to hide all flow arrows in the entire document. 2.
See also Display flow arrows on a line.
.Display flow arrows in a document
This task shows you how to display or hide flow arrows in the entire document.
If you choose to display line gaps then when a line crosses another it will appear that there is a gap .Display line gaps in document
This task shows you how to display or hide line gaps in the entire document.Gaps. 1. Click View . If you hide line gaps then one line will appear to cross another.
. though there will be no connection between the two lines. Select Show All Gaps if you want all gaps to be displayed or Noshow All Gaps if you want to hide them. 2.although there is no real break.
or connectors are not available. The two connectors must be exactly in the same location for the procedure to work.Connect objects
This task shows you how to connect objects. If one or both objects do not highlight then it means that for some reason they are not compatible. and they are compatible. indicating that the two objects are connected. Three conditions must be met before objects can be connected: the objects should have available connectors.
. The connector symbol will disappear. . the connectors should be compatible and the connectors on both objects must be at the same location. Click on each of the objects you want to connect. but you still cannot make a connection.
Each object will highlight as you move your pointer over it. Place the two objects so that the connectors are at the same location. Click the Connect button 3. If you find that there are available connectors. then the most likely reason is that the two connectors are not at the same location. 1.
. 1. Click on each of the two objects that you want to disconnect.Disconnect objects
This task shows you how to disconnect objects. Click on the Disconnect button 2. The objects will be disconnected and the connector symbol will display.
Rotating a component Flipping a component in free space Flipping a connected component Changing the scale of a component Switch graphic representations
.Modifying a component
Ways of modifying a component are discussed in this section.
If it can be rotated (if it is not connected) it will be selected when you move the pointer over it. It will rotate 90 degrees in the direction you selected.connected components cannot be rotated. The image below shows a selected component and a component that has been rotated. Click on the component to rotate it. 3. 1.Rotating a component
This task shows you how to rotate a component. or Rotate With your component displayed. A component can only be rotated if it is in free space .
Components can only be rotated in 90-degree increments. Left 2. Move the pointer to the component you want to rotate. click the Rotate Right button.
It will be flipped. In the second image the Flip Horizontal command was used to flip it on the Y axis. Click the component you want to flip. or Flip Vertical button. When a component flips in free space it rotates 180-degrees on the vertical or horizontal axis.
2. In the last image the Flip Vertical command was used to make it flip on the X axis. Flip Click the Flip Horizontal Horizontal will flip the component on its vertical axis. The axis on which it will rotate is the X or Y axis as laid out when the component graphic was originally created. Flip Vertical will flip the component on its horizontal axis.
1. In the image below the component graphic was originally created with the Y axis running through the center and the X axis at the base.Flipping a component in free space
This task shows you how to flip a component that is in free space.
Click the Flip Connections connections to flip also. When a component is inline (connected) it will use the line in which it is placed as the axis on which to flip.
. button if you want the connections to remain Click the Flip Inline as they were. Click the component. 1. It will be flipped. button if you want the
2.Flipping a connected component
This task shows you how to flip a component that is connected.
if you enter . Click the Scale Component button Click on the component whose scale you want to change. .5 it will halve the size.
.Changing the scale of a component
This task shows you how to change the scale of a component.
3. 1. 4. if you enter 2 it will double the size. The Scale Component dialog box displays. The scale of the component will change. 2. Click OK.
Enter a value in the Scaling Factor field. For instance.
Creating these three versions of the same component allows you to place any one of these. You define multiple graphic representations of a component when you need to show more than one version of the same component.Switching graphic representations
This task shows you how to switch graphic representations of a component. closed position and three-quarters closed position.
. you may need to show a valve in an open position. To learn how to define graphic representations see Define multiple representations of a component. A pop-up menu displays. 1. For instance. Right click on the component that you want to replace with a graphic representation.
3. In the image below the box shows that the component has one graphic representation associated with it. Click Swap Graphic. Select the representation that you want to replace the component with and click Close. The Swap Graphic box displays. The component will be replaced.
Adjust the position of a segment Move the extremity of a route Breaking a route Connecting two routes Set the flow direction of a route Display flow arrows on a line
.Modifying a route
Methods of modifying routes are discussed in this section.
Click and drag to adjust the segment. The route will be highlighted and a manipulator will display on all segments that can be adjusted. This task shows you how to adjust the position of a segment in a line route.
2. A segment can only be adjusted if it has at least one other segment on either side.Adjust the position of a segment
. Select the line in which you want to move a segment. 1.
.You cannot adjust a segment past the end points of the route. Nor can you adjust it past a branch.
a route with a section selected. Click on the segment whose extremity you want to move or stretch. Click and drag the connector symbol at the end of the section and reposition it. 2. and the repositioned extremity. The segment will highlight.Move the extremity of a route
This task shows you how to move or stretch the extremity of a route.
. The image below shows a route. 1.
Click the route you want to break at the point where you want it broken. Click the Break Route button 2.
If the Snap To Grid function is turned on then the line will break at the grid line that is closest to the point where you clicked.Breaking a route
This task shows you how to break a route.
. . The route will be broken and a connector symbol will appear. The route has been broken into two and you can move it if needed. 1. as shown in the image below.
.Connecting two routes
This task shows you how to connect two routes. . Click the Close Route button 2. Click each of the two routes that you want to connect. The routes will be connected and the connector symbol will disappear. 1.
For this function to work the connectors on the two routes must be compatible and must be at the same location.
If you select All Line Function in Line ID then you will be able to set the flow direction of the entire route.Set the flow direction of a route
This task shows you how to set the flow direction of a route. In the image below Individual Line Function was selected.
In the following image All Line Function in Line ID was selected. The three directions are as shown in the image below. The Flow Direction box appears.
. Click on the Flow Direction button . If you select Individual Line Function then you will be able to set the flow direction of a section of the route between two components. Click on the route to toggle between three flow directions. Select Individual Line Function or All Line Functions in Line ID.
If there is more than one flow direction in a route.
. then the flow direction of each will change independently. If they are already displayed then the first click will change direction.If the flow arrows are not displayed then on the first click they will be displayed.
. You can right-click on a route and select from the pop-up menu to perform the same function.
. 1. See also Display flow arrows in a document. 2. Click on the Flow Show button Click on the route. If arrows are showing they will be hidden.Display flow arrows on a route
This task shows you how to display or hide flow arrows on a route. It arrows are not showing they will show.
Building new components Search for objects in a diagram Title block and printing Transferring a diagram
Building new components
This section explains building new components and storing them, adding connectors and defining flow paths. See the CATIA Infrastructure documentation (Advanced Tasks - Using Catalogs) for more information on creating catalogs and adding components to catalogs.
Create a component with specified type Define connectors on a component Define flow path on a component Define multiple representations of a component Store objects in a catalog
Create a component with specified type
This task shows you how to create a component and specify a type for it. To learn how to build a graphic see Building a graphic. 1. With your graphic displayed, click on the Build Component button The Build Component dialog box displays. .
2. Double-click on the main functions to expand them. In the image above PipingPartFunction has been expanded.
The component is created. 5. Click on one of the types and then click on the graphic. Enter a name for the component in the Component Name field.
4.3. The graphic will highlight.
. Click OK.
and then click the component to Click the Build Connector button which you want to add connectors.
4. 1. The directional vector establishes the angle at which another connector will attach. 3.Define connectors on a component
This task shows you how to add connectors to a component.
. The connector display appears. One of the arrows will be selected by default. Click on the component at the point where you want a connector. The Build Connector box displays. Select a connector type in the Build Connector box.
2. Click on one of the arrows to define a directional vector for the connector.
The connectors will be added. To see the connectors again click on the Build Connector button and then on the component.5.
. A pop-up menu appears. Select one by clicking on it. Move the pointer to Flow Capability and another menu offers the options: None. 7. To establish the flow capability of the connector right-click on the connector.
6. Out. To delete a connector right-click on the connector and then click Delete in the pop-up panel that displays. Add more connectors if you want to by clicking on the component. In/Out. In. Click Close on the Build Connector box to end.
. which is added during design time.Define flow path on a component
This task shows you how to create a flow path between the connectors on a component. Creating a flow path only creates a flow connection between connectors. The Click on the Build Internal Flow button connectors on the component are numbered and displayed. the two connectors between which there is a flow path will appear in the Create Flow Path box. It does not define the direction of flow. select the connectors you want to delete.
3. and the Create Flow Path dialog box is displayed. and click Delete. 4. 1.
2. Click on the connectors between which you want a flow path. The connectors will be highlighted as you click on them and the flow path will display. and then on the component. To end click Close. To delete a connection. At the same time. bring up the Create Flow Path box.
The Build Graphic box shows a list of graphic representation names you can use. 4. Creating these three versions of the same component allows you to place any one of these. The example below assumes you have built a component and a graphic (see Building a component and Building a graphic) that you want to use as a representation of the component. The Build Click the Build Graphic button Graphic dialog box displays. and then click the component for which you want to create a representation. Click Close. and the Build Graphic box. closed position and three-quarters closed position. To disassociate a graphic from a component bring up the Build Graphic box. For instance. The Defined value changes to Yes in the Build Graphic box. To do so you must open the CATProduct document where catalog components are stored.Define multiple representations of a component
This task shows you how to define multiple graphic representations of a component.
. You cannot define another component as a graphic representation. create one or more graphics in the document. You define multiple graphic representations of a component when you need to show more than one version of the same component. select the graphic and click on the Remove button. The graphic is defined as a representation of the component a_valve. 3. Select one and click on the graphic. You can define a graphic representation of a component that is in the catalog. you may need to show a valve in an open position. 1.
2. You must build a graphic to use as a graphic representation. the graphic which you want to define as a graphic representation. and follow the steps given above. The image below shows the component on the left.
To open an existing catalog use the File .Storing objects in a catalog
This task shows you how to store objects such as components and on/off sheet connectors in a catalog.Catalog Editor in the Start menu to create a new catalog.Using Catalogs) for information on creating and working with catalogs. The Catalog Editor opens. With the component you want to store in the catalog displayed. Click Windows .Tile Horizontally so that both the Catalog Editor and the component are displayed. Double click the family under which you want to add the component. click Infrastructure .
.Open command and navigate to the catalog. You will need to add a family if this is a new catalog document. 1. 2. Only basic information is supplied in this task. See CATIA Infrastructure documentation (Advanced Tasks .
This will allow an iconized image of the component to be displayed in the Catalog Browser. Click the Preview tab and select the option Local preview (stored in catalog).4. then click the Select external feature button. Click on the component you want to add to the catalog. 6. The component will be added.
5. Click the Add Component button. Enter (or change) the name for the component and add other information you need to. The Description Definition dialog box displays.
Under Workbench select Plant Ship Common. Detailed instructions on using the Search function can be found in the CATIA Infrastructure User Guide under Basic Tasks .Search for objects in a diagram
You can search for objects in a diagram by using the Edit -Search command.
. This will display the Search dialog box. Under Type select the type of object you are searching for.
Title block and printing
This section discusses annotating your diagram and printing it. Annotating a diagram Printing a sheet
Annotating a diagram
You can use the Text command in the Drafting toolbar to add annotations to your . To use. are available in the Drafting documentation. Instructions for using the Text command. click the Text button and other commands in the Drafting toolbar. diagram. Drafting toolbar
See Drafting documentation to learn more about the print command. The Print dialog box displays.
. Enter your preferences and click OK. 1.Print.
2. Click File .Printing a sheet
This task shows you how to print a diagram sheet.
When you transfer a diagram.
. Each line ID you create has a file associated with it. you must either make sure that this directory can be accessed from the new site. See Line Lists settings for information on specifying line ID directories. there is one factor that you must consider. However.Transferring a diagram
PID or HVAC Diagrams documents can be transferred to other computers or networks. or you must copy the files also and specify the new directory path. These files are stored in a directory specified by you.
This section describes ways in which you can customize the Piping and Instrumentation Diagrams workbench.
Creating object classes and attributes Creating custom reports Defining options
Creating object classes and attributes
This section discusses creation of object classes and their attributes. Starting the Feature Dictionary Editor Creating a new object class Adding properties to an object class Defining discrete values for a property
Starting the Feature Dictionary Editor
This task shows you how to start the Feature Dictionary Editor.
. one of them being check_valve_function. Object classes are classifications under which you create various objects. The Feature Dictionary Editor opens. The data dictionary editor allows you to create. want to have several objects classes under valve_function. for instance. delete and manage object classes. and create various types of check valve under the class. 1.Feature Dictionary Editor. for storing in the catalog.Equipment & Systems . You may. like components. Click Start .
The specifications tree displays three views. On the right side. Local Attributes shows attributes added specifically to a class.
. Feature View will have under it all classes defined in the document. Inherited View shows attributes that a class inherited from its super class. Referenced Dictionary will display under it any external dictionary files that are referenced in the document.2. 3. Classes View will display all classes available in the document. including the predefined classes that are included with the application.
Click the Open Application Dictionary button Application Dictionary dialog displays. but you can create object classes under them. The Open
2.Creating a new object class
This task shows you how to create a new object class. 1. . Enter a name in the Client ID field. This will appear next to the classes in the specifications tree.
. Click OK. Click on the down arrow and select one of the categories. 3. The object classes that will be displayed are the base classes included with the application. The classes that are available to the document display in the specifications tree under Classes View. You cannot rename or delete them.
. Enter a name in the Class name field and click OK. then click the Create Subclass button dialog box displays. . The Create Subclass
5. Double click on the object class under which you want to create the new class.
. The new object class is created and displays in the specifications tree under Feature View and Classes View.6.
The Add Attribute dialog box will Click on the Add Attributes button display. Click OK. Enter a default value. Click on the down arrow in the With field and select Single Value or Discrete Values.Adding properties to an object class
This task shows you how to add properties to an object class. Inherited attributes are those inherited from the super class to which this class belongs. .
3. Enter an attribute name. When you select a class its existing properties show under the Inherited Attributes and Local Attributes windows. select the class to which you want to add a property.Properties command and entering a new value. 4. you will be able to change the value later by using the Edit . Click on the down arrow in the Attribute type field and select an attribute type. If you select Single Value. In the specifications tree. you will only be able to select a value from a predefined list. If you choose Discrete Values. 2. Local attributes are properties added to the class itself.
. The new attribute will display in the Local Attributes window. 1.
2. you have to name the file Length. Give the file the same name as the property . Save the file in CATIA's resources\graphic directory. When you add properties to an object class. In the Discrete Values Directory field. Those values are created in a text file and stored in a specific directory. such as: 23 inches.Options. 5. select Equipment & Systems and select the User Dictionary tab. When a user opens the Edit . This task shows you how to create and store those discrete values. If you select discrete values. he will be able to select from the discrete values you defined.remove the full directory path.the user will not be able to enter a value but will have to select from a predefined list. enter the name of the directory in which the discrete values files are stored. The exact path will depend on your setup. If it is a piping type of class then enter it in the Piping Class Dictionary. it means that the property will have predefined values . Enter the full directory path.
4. Enter the name of the Feature Dictionary Editor file in which the property is defined .Properties dialog box for a component to which this property has been applied. Enter only the file name and extension . Enter the file name in one of the four class dictionary fields depending on the type of class to which the property has been added. Open a file using any text editor (like Notepad) and enter the values you want to associate with the property.CATfct extension. 6. you have to select whether you want a single value or discrete values. 1. The values must be entered in a single column. Click OK. The file will have a .this is the file in which you created the property.if the property name is Length. Go to Tools .Defining discrete values for a property
This task shows you how to define discrete values for a property.
. The discrete values will be defined. 3. and must indicate the value and the unit.
Generating a report Creating a toolbar shortcut for a macro
. You can also customize the reports to suit your own needs.Creating custom reports
This section describes how you can create reports that display the attributes of objects you are working with.
FromTo (for lines) and Equipment. Four templates are provided with this application for four types of reports: Part. based on your setup. The report will list the values of attributes like pressure. Instrument.Generating a report
This task shows you how to create a new report that lists the attributes of an object. Select the file and click Run. The file will display in the Macro dialog box. The Macro dialog box displays. 3. Enter the full directory path. Your selection will be based on the type of object for which you are seeking to generate a report. 1. They reside in the Intel_a\code\command directory. Select the file named above and click Open. You can select objects in the specifications tree or by using the Edit . and change the last word to one of the four types mentioned above.CATScript is not displayed in the box then select External File in the Macro In field. Click Tools-Macro-Macros. You need to have some knowledge and experience of Visual Basic to edit scripts. length. open/close position etc. The Report Generation dialog box will display.
2. These values will only be displayed if they have been added to the object and if the attribute is included in the report. If the file CATSchAttrValueWYSIWYG. diameter. click Select and navigate to the directory Intel_a\code\command.Search command.
If you want to edit the script that creates the report then click Edit. asking you to enter the name of a template. Select the object for which you want to generate a report.
The report will appear in the form of an Excel spreadsheet. If an attribute is not entered in the report you can add it by clicking on an empty column and entering it.4. If the object has attributes associated with it. Click OK. then they will display.
. and these attributes are entered in the report.
. Click and drag the macro to the toolbar in which you want to place it. 1. 4. The Customize dialog box displays. 3. The toolbar will display a button that you can click to generate the report. To customize the icon on the button you just created click on Show Properties and then on the Icon button. Creating a button for a macro in the toolbar automates part of the process involved in generating a report.
2.Creating a toolbar shortcut for a macro
This task shows you how to create a button in the toolbar to run a macro. All macros are displayed in the right column. Select one and click Close. Icons available to you will be displayed. Macros are used to generate reports (see Generating a report). Select the Commands tab and select Macros in the left column. Click Tools-Customize.
User Dictionary settings Diagrams settings Line Lists settings
This section explains how to define options.
1. Equipment & Systems and select the User Dictionary tab. enter the name of the directory in which the discrete values files are stored. In the Discrete Values Directory field. You can have more than one . Enter only the file name and extension.CATfct file. depending on its category.
. 4. Enter the name of the Feature Dictionary Editor file you wish to reference in each of the first four fields.User Dictionary settings
This task explains the User Dictionary settings. You need to enter the file names in the appropriate field. Click here to learn more about the Feature Dictionary Editor 3. Enter the full directory path.CATfct extension as shown above. The User Dictionary tab is one of three tabs under the Options menu that is specific to PID and HVAC Diagrams.
2. but you will reference only one at a time. The files contain the object classes that you create and the properties you assign to each of them. The file will have a . Click Tools .Options. Click OK.
. Make your selections from the options. which are self explanatory. 1. Click Tools . 3. The Diagrams tab is one of three tabs under the Options menu that is specific to PID and HVAC Diagrams.Options. Click OK.Diagrams settings
This task explains the Diagrams settings.
2. Equipment & Systems and select the Diagrams tab.
Equipment & Systems and select the Line Lists tab. 1. Each line ID that you create has a file associated with it.Line Lists settings
This task explains the Line Lists settings. There are three types of line ID and you must enter a directory for each of them. Click Tools . Enter the name (and full path) of the directory where you want to store each type of Line ID file. 3.
2.Options. and you must specify where you want to store it.
. The Line Lists tab is one of three tabs under the Options menu that is specific to PID and HVAC Diagrams. Click OK.
The Piping and Instrumentation Diagrams workbench has the following toolbars.
Design Modify Toolbar Build Create Toolbar Design Create Toolbar On/Off Sheet Connector Toolbar Line ID Toolbar
Design Modify Toolbar
The Design Modify Toolbar contains the following tools.
See Rotating a component See Rotating a component See Flipping a component in free space See Flipping a component in free space See Flipping a connected component See Flipping a connected component See Changing the scale of a component See Connect objects See Disconnect objects See Breaking a route See Connecting two routes See Display flow arrows on a route
See Building new components
See Define connectors on a component See Define flow path on a component
.Build Create Toolbar
The Build Create Toolbar contains the following tools.
Design Create Toolbar
The Design Create toolbar contains the following tools.
See Placing components See Routing a piping line or I & C loop See Routing a piping line or I & C loop
On/Off Sheet Connector Toolbar
The On/Off Sheet Connector Toolbar contains the following tools.
See Place on and off sheet connectors See Query connector for linked document See Link and unlink on and off sheet connectors See Link and unlink on and off sheet connectors
See Create a Line ID See Select a Line ID or Query a line ID See Transfer members of a line ID See Rename a line ID See Delete a line ID
.Line ID Toolbar
The Line ID Toolbar contains the following tools.
catalog storing objects classes adding properties creating components change scale define representations flip in free space flip inline placing placing in piping line or I & C loop repositioning in network
place multiple times rotate switch graphic representations connect objects connectors define on component flow capability flow path create component create graphic build component
data dictionary starting editor disconnect objects diagrams settings discrete values
feature dictionary editor flow arrows display/hide in document display/hide on line flow direction set
graphic representations switch grid
line gaps display/hide line ID create delete shared
local modify properties query rename select transfer members line lists settings
macro creating shortcut
nozzle placing on component
object classes adding properties on and off sheet connectors building a graphic linking opening linked document
placing querying unlinking options
piping line route place components in printing properties display edit filter
report generating routing between equipment creating a branch moving extremity
transferring a diagram
units setting user dictionary settings